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Name Holding Trade Value Shares
Change
Change in
Stake
FFP
401
FourThought Financial Partners
Florida
$443K +$2.42K +40 +0.6%
ICP
402
Interchange Capital Partners
Pennsylvania
$442K +$421K +6,977 New
GT
403
Glenview Trust
Kentucky
$441K
FSC
404
Full Sail Capital
Oklahoma
$440K +$241 +4 +0.1%
BFO
405
Biltmore Family Office
North Carolina
$437K +$121K +2,000 +41%
WT
406
Whittier Trust
California
$437K
OAM
407
Oppenheimer Asset Management
New York
$433K +$119K +1,977 +41%
WSCM
408
Wellington Shields Capital Management
New York
$431K -$72.4K -1,200 -15%
RMDI
409
R.M. Davis Inc
Maine
$424K
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$423K
FA
411
FDx Advisors
Illinois
$421K
CSI
412
Cross Staff Investments
New York
$416K
BFG
413
Bleakley Financial Group
New Jersey
$412K +$3.38K +56 +0.9%
SS
414
Simplicity Solutions
Minnesota
$412K +$392K +6,498 New
AP
415
Appleton Partners
Massachusetts
$411K -$181 -3 -0%
BFS
416
Bradley Foster & Sargent
Connecticut
$403K
BAM
417
Burgundy Asset Management
Ontario, Canada
$389K -$65.4K -1,083 -15%
Cetera Investment Advisers
418
Cetera Investment Advisers
Illinois
$385K -$845 -14 -0.2%
PFA
419
Pathway Financial Advisors
Vermont
$380K
ACM
420
Alta Capital Management
Utah
$379K +$302 +5 +0.1%
AIG
421
American International Group
New York
$376K
CBA
422
Coastal Bridge Advisors
Connecticut
$374K +$241 +4 +0.1%
HF
423
HRT Financial
New York
$373K -$7.73M -128,008 -96%
AAM
424
AR Asset Management
California
$371K
SOW
425
State of Wyoming
Wyoming
$371K +$114K +1,881 +47%